Zhenhua Yuan

Watts Gwilliam & Company, LLC

10 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate Planning

Watts Gwilliam & Company, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

443 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$818.9M

Fee Structure

Minimum Annual Fee:$2,500

Location

2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2020

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Employment History

Current Registrations

Watts Gwilliam & Company, LLC

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2018 - October 2020 · 2 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2017 - October 2020 · 3 yrs 1 mo

J.P. Morgan Securities LLCBroker

March 2014 - September 2016 · 2 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.